Investing in the American Dream
FirstPathway Partners
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Immigration industry leader, Bob Kraft and special guests discuss immigration through investment (EB-5), share insight from experienced immigration attorneys, explore E-2 visa investment opportunities and Citizenship by investment programs (Grenada). Hear real-life stories of immigrant investors and their journey uprooting themselves in their home countries towards creating a new life in the United States. This podcast is not legal advice nor is it intended to replace direct legal consul. The information contained herein should not be relied upon or used as a substitute for a consultation with a qualified immigration lawyer. For more information, you can call +1-414-431-0742 or visit www.firstpathway.com
Available episodes
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Sep 14, 2023
Ep.20_Oleg Zviagin of Proxy Financial on Complex Immigration Financial Planning Strategies
On today’s episode of Investing in the American Dream podcast, we have featured guests Manuel Ortiz VP of Global Business Development at FPP - and Oleg Zviagin, Director of Financial Planning at Proxy Financial.
Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. Oleg has spent 9 years working with high-net worth individuals across the globe.
In this part of the series, Oleg will be going more in detail on the pre & post immigration planning that investors should consider and the personalized services available to investors through this partnership with Proxy Financial.
CONTACT:
Oleg Zviagin oleg@proxyfinancial.com
Manuel Ortiz: mortiz@firstpathway.com
WEBINAR: Wednesday, September 20th 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA
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Sep 5, 2023
Ep.19_Bob Kraft IIUSA Tenure and PAC Involvement
On this episode, Bob Kraft provided his thoughts on his past role with IIUSA, his current involvement as President Emeritus, and his new role in the Political Action Committee.
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Aug 23, 2023
Ep.18_Bryan Caulkins and Manuel Ortiz on Financial Planning for the (pre/post) Immigration Process
On this episode we had featured guests Manuel Ortiz VP of Global Business Development at FPP who leads our global efforts bringing EB-5 services and educational resources to underserved countries around the globe - and Bryan Caulkins, co-founder of Proxy Financial. This is a unique partnership between two people that really understand what it takes to assist in immigration planning. After 10 years of working on Wall Street, and having a unique bi-cultural background – Bryan gained the desire to expand his expertise into international wealth management. Together with his partner, Bryan founded the Proxy Financial group in 2017 to serve as fiduciaries for US nationals and citizens around the world, seeking to protect, grow and diversify their investments in the United States - including a unique immigration planning service. The Proxy team has served hundreds of families adequately create their immigration and financial plans in order to move to the US.During this episode, Manuel highlights the EB-5 program, sharing some of his personal experiences while discussing the investor due diligence process., while Bryan discussed the role that financial planning should play in the immigration process and the services Proxy Financial can offer to clients.
WEBINAR: September 20th at 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA
CONTACT:
Bryan Caulkins : bryan@proxyfinancial.com
Manuel Ortiz: mortiz@firstpathway.com
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Feb 28, 2023
Ep.17_Manuel Ortiz on the EB-5 Program, Projections, and Project Due Diligence
During this episode Manuel Ortiz , VP of Global Business Development at FirstPathway Partners, shares his personal experience and outlook on the EB-5 program, while touching on the benefits of concurrent filing for adjustment of status pertaining to foreign national who are already in the United States on a non-resident visa. Manuel also highlights how best to conduct EB-5 project due diligence.
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Dec 21, 2022
Ep.16_FirstPathway Partners Appoints Dan Wycklendt as President
During this episode, FPP President, Dan Wycklendt, and CEO, Bob Kraft, sit down with Marketing Director, Jessica Melka, to discuss Mr. Wycklendt's distinguished appointment, the direction of the EB-5 visa program, and the bright future of the company. In addition, they also examine the rich history of FirstPathway Partners and what has led to the success of the company for the past 15 years. You can read the official press release here.
Mr. Wycklendt has been with FirstPathway Partners since its formation in 2008 and has over 10 years of senior management experience, including business development, strategic financial planning, capital structuring, and corporate vision. He has traveled extensively throughout the Middle East, India, Africa, South America, and Asia, speaking on inbound investment in the United States through the EB-5 program. Mr. Wycklendt has managed the funding of numerous multi-million-dollar projects around the United States, totaling over a billion dollars, resulting in the creation of thousands of jobs. He has also been recognized globally for his expertise in the EB-5 program.
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Sep 29, 2022
Ep.15_Bruna Canto and Immigration Attorney Tadeu Ferreira Discuss EB-5 U.S. Visa Option for Students and Families
Featured guests, Bruna Canto Managing Director of Latin America for FPP, and U.S. Immigration Attorney Tadeu Ferreira who is Managing Partner at Leaf Law – are joined by hosts Martijn Van de Veen of ICEF (International Consultants for Education and Foreign Students) and Craig Riggs, as they discuss visa options in the U.S. for international students and their families after graduation.
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Sep 20, 2022
Ep.14_Immigration Attorney Ed Beshara Discusses Cost Efficiency of EB-5 Visa
During this episode, Mr. Beshara shares his thoughts on how the EB-5 Visa Program compares to alternative visa programs, from its cost efficiency and overall benefits – to the process of immigrating to the United States. Mr. Beshara also provides his thoughts on past and current EB5 trends, his outlook on the future of EB5, and how he has helped investors choose the right Visa program for them. Mr. Beshara has been exclusively practicing U.S. Immigration Law and offering immigration guidance and solutions since 1983. Based out of Orlando, Florida, he has represented many clients worldwide regarding their business, and family U.S. Visa goals. He is also a valued member of EB-5 Investors Magazine and was recognized nationally as one of the Best U.S. immigration Lawyers in America.
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Aug 26, 2022
Ep.13_IIUSA President Bob Kraft Discusses USCIS Settlement Agreement with Regional Centers and EB-5 Stakeholders
We are excited to share some great news with EB-5 Investors and Regional Centers! USCIS has entered into a Settlement Agreement to resolve litigation disputes with EB-5 stakeholders and previously approved regional centers. In this episode, we talked to Bob Kraft, President of IIUSA, to discuss a historic settlement agreement between IIUSA and USCIS that protects EB-5 investors while re-authorizing previously approved regional centers. In this podcast, we explore what initially led to this proceeding, the details of the settlement, and what this means for the future of the EB-5 visa program. We also examine the unprecedented open line of communication with USCIS and IIUSA, and future involvement.
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Aug 11, 2022
Ep.12_TALUS, Ultra-Luxury EB-5 Investment Opportunity
On this episode of Investing in the American Dream podcast featured guest Jeff Yamaguchi, Vice President of Real Estate with the Robert Green Company, discusses the new EB-5 investment opportunity, TALUS at the SilverRock resort located in the Coachella Valley in La Quinta California. In this episode, we discuss project Location, Need/Demand, Construction Status, FPP's Partnership with the Developer, and why this project is perfect for EB-5 Investors. Contact: Jeff@taluslaquinta.com | Cell: +1 702-510-8231
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Jan 28, 2022
Ep.11_Sonja Clarke Details her Recent Trip to the United States and Highlights the Benefits of an EB-5 Visa Investment
First Pathways Partners’ Regional Director of South Africa, Sonja Clarke journeyed to the United States, specifically to our headquarters in Milwaukee, Wisconsin, this past January where she met IIUSA President and FirstPathway’s CEO Bob Kraft. During her visit, Sonja saw firsthand many of FPP’s completed EB-5 projects in Milwaukee including the BMO Harris Financial center, Aloft, and Marriot hotels, as well as the site of the Tempo by Hilton, FirstPathways Partners current project. Sonja enjoyed her stay in Milwaukee at the Kimpton Journeyman Hotel, which is another past project of FirstPathway Partners.
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Mar 30, 2021
Ep.10_Sonja Clarke Talks about the Recent Changes to South African Tax Legislation
On March 1st, 2021 the changes to South African financial immigration tax laws prevented South African's from withdrawing retirement funds for a period of three years. Join us as we continue to address all of your questions and concerns around exiting...
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Feb 19, 2021
Ep.9_Bruna Canto Shares her EB-5 Knowledge and Personal Experience Immigrating to the United States
FirstPathway Partners continues to solidify its presence in Latin America by welcoming Bruna Canto as Managing Director. Born in Brazil, Bruna is fluent in English, Portuguese, and Spanish. Bruna holds dual citizenship in both the United States and...
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Feb 11, 2021
Ep.8_ Bob Kraft Shares Positive Insight on the Decoupling of the EB-5 Program from the Omnibus
EB-5 Program Decoupled from the Omnibus - Why this is an opportunity rather than a challenge as presented by Bob Kraft, IIUSA President, and FirstPathway Partners CEO.
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Oct 16, 2020
Ep.7_Immigration 101 with FirstPathway Partners, Dan Wycklendt & Gareth Cliff
The idea of emigrating comes with many questions. Thankfully, EB-5 expert Dan Wycklendt from FirstPathway Partners has some of your burning questions covered in this interview with Gareth Cliff. FirstPathway Partners helps foreign investors become...
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Sep 17, 2020
Ep.6_Fully Redeemed Investor, Asif Chhipa Shares his U.S. Immigration Journey and Insight on the EB-5 Program
Newly appointed Managing Director at FirstPathway Partners, Asif Chhipa whose territories cover India and the Middle East, shares his U.S. immigration journey and insight on the EB-5 program process. With over 13 years of experience in business...
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Aug 5, 2020
Ep.5_Expedited Approvals from USCIS with Jinhee Wilde and Jennifer Sherer
On today’s podcast, we welcome Jinhee Wilde the Founding Partner of WA Law Group, LLC. Jinhee lectures internationally on academic panels and at large industry conferences and on the topic of EB-5 so we are extraordinarily lucky to have her on the...
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May 4, 2020
Ep.4_Impact of COVID-19 on Global Migration with Ramin Asgard
Ramin Asgard, VP of Global Business Development shares his thoughts on the impact COVID-19 has had on global migration.
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Apr 21, 2020
Ep.3_Bob Kraft Addresses Minimum Investment Rumors and COVID-19 Relief
Bob Kraft addresses the $450,000 minimum with derivative relief rumors, explains what is actually happening in Congress at the present, and shares his insight for an EB-5 future post-COVID-19.
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Feb 10, 2020
Ep.2_Jennifer Sherer Discusses Changes to Form I-526 Processing Order
The U.S. Citizenship and Immigration Services (USCIS) recently announced a change to the form I-526 processing order from a first-in, first-out basis. Jennifer Sherer, Senior VP FirstPathway Partners explains what this change means and who is impacted. You can learn more online at www.firstpathway.com
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Jan 29, 2020
Ep.1_Featuring Immigration Industry Leader Bob Kraft
Bob Kraft shares his experience and insight on various immigration through investment programs
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